The Institutional Risk Analyst

Banks | Markets | Finance

Bank Book Q1 2024 Released; Biden Penalizes Consumers Who Refinance

Despite what Joe Biden says about helping Americans with the soaring cost of housing, he really protects Black Rock (BK), Pimco et al

1,310 views

Ginnie Mae - Credit Suisse = ? A Biden MSR Tax? Does BKI + ICE = < 2?

Our view is that the BKI purchase is a horrible deal for ICE shareholders, a value killer of epic proportions

1,045 views

Powell Reappointment Still Likely

Amidst the yelling and screaming of Elizabeth Warren, we suspect that Jay Powell will survive the crisis

416 views